New Year’s Eve: Closing early at 2 PM | New Year’s Day: Closed all day
Feature Article: The Importance of Trust Planning in 2025
With evolving tax laws and financial landscapes, having a well-structured trust is more crucial than ever. This article delves into the latest estate tax updates, the benefits of establishing or updating your trust now, and how Oregon Pacific Bank’s expert trust officers can assist in securing your future. Read the Full Article
Client Spotlight: A Legacy of Giving
“Oregon Pacific Bank made setting up a charitable trust easy. Their team ensured our family’s values would continue to make an impact for generations.” – Sarah T., Eugene, OR
Discover how a Charitable Remainder Trust helped Sarah structure tax-advantaged giving while securing income for retirement. See How You Can Do the Same
Trust 101: What Type of Trust is Right for You?
Understanding the differences between various trusts can be daunting. This section provides a concise guide to help you determine which trust aligns with your needs. Schedule a Consultation
Upcoming Events & Webinars
Join us for exclusive estate planning sessions with our trust officers and guest legal experts!
- March 15, 2025 – Business Succession Planning: Protecting Your Legacy
- March 28, 2025 – Estate Planning 101: Essential Trusts Everyone Should Have
Trust Officer Spotlight: Meet Our Dedicated Professionals
1. Lisa Amaral – VP, Senior Trust Officer Based in our Eugene branch, Lisa brings extensive experience in trust administration, helping clients navigate complex estate planning with personalized solutions.
2. Justin Miller – Trust Officer Serving the Coos Bay area, Justin, a Myrtle Point native, has been with Oregon Pacific Bank since 2011, offering dedicated trust services to the local community.
3. Tami Calkin – VP, CTFA, Senior Trust Officer Located in our Medford branch, Tami specializes in assisting families with estate planning and administration, ensuring a seamless process during critical times.
4. Rebecca Zettlemoyer – Trust Administrator Working from our Florence branch, Rebecca supports clients with trust administration needs, ensuring their assets are managed effectively and according to their wishes.
5. Casey Matschke – Trust Operations Manager Operating out of our Roseburg branch, Casey oversees trust operations, ensuring efficient and accurate management of trust services for all clients.
Ask a Trust Officer: Got Questions? We’ve Got Answers!
Each month, we address common trust and estate planning questions.
Q: How do I know if a trust is right for me? A: If you aim to control asset distribution, protect wealth from taxes, or provide long-term support for loved ones, establishing a trust can be a beneficial strategy.
Have more questions? Reach out to us directly!
